How to Make a Budget and Support Your New Year’s Goals
New year, new you—new budget? As a time of reflection, renewal, and goal setting, the new year is a perfect...
A Resolution Revolution
Surveys show that 62% of us bail on our New Year’s resolutions just 6 weeks in. The data might look...
IRA Contribution and Deduction Limits for 2019 and 2020
Each year, the IRS may change the IRA contribution limits. Check the latest numbers, and find out what to do...
Homeownership Versus Renting
Becoming a homeowner can feel like a right of passage—a shift to a more adult-like adulthood. But it’s also not...
What Is Vesting and How Does It Work in a Retirement Plan?
Many companies offer an employer-sponsored , such as a 401(k) or 403(b), and match a portion of their employees’ contributions....
The Beginner’s Guide on How to Buy a House
Okay, you’re finally ready to buy a home—the last step before you’re officially “adulting.” Take a deep breath. Buying your...
2019 Year End Financial Checklist: 19 Tasks to Tackle
The end of the year can mean different things for different people. It may be a time of reflection and...
Why You Need a Weekly Budget
A monthly budget is an intuitive default—but a weekly budget might be the better option.
What to Look for in Investment Tracking Software
Prudent investors keep an eye on their money and ensure they’re sticking to their plan for the future. Whether you...
Need to Know: Required Minimum Distributions (RMDs)
A required minimum distribution (RMD) is a mandatory annual withdrawal that you must take from certain types of tax-advantaged retirement...
How to Make the Most of Your Charitable Contributions
4 Ways to Maximize Your Charitable Contributions Charitable giving is an altruistic opportunity to help others and receive a tax...
Investment Property Loans: Everything You Need to Know
Investing in real estate requires capital, whether you’re buying a vacation condo to rent out, a single-family home for leasing,...
Expense Management Tips for Property Managers
Whether you rent out a single house or manage multiple buildings with hundreds of tenants, it's always important to keep...
40 Tips for Buying Your First Rental Property
Buying can be a great way to earn income—whether you’re purchasing a condo, a single family home, an apartment building,...
Rollover IRA: Rules, FAQs & How-To’s
When you have money in a 401(k) or other type of retirement account, you may need to move it if...
What is Portfolio Management? 5 Things Investors Should Know
What comes to mind when you hear the term “portfolio management”? Depending on where you are in your life and...
Best Products to Have in Your Portfolio
Successful investment portfolios practice diversification. Simply put, it's not wise to put all your eggs in one basket. That basket...
How a Sinking Fund Can Keep Your Holiday Budget Afloat
As we head into the last few months of the year, holidays like Halloween, Thanksgiving, Hanukkah, and Christmas hold the...